Archive for May, 2015

Frontier Markets Map

Courtesy of The Wall Street Journal, a look at the countries they consider frontier markets: Frontier markets are a varied bunch. The countries that tend to attract the most interest from investors are those that have larger populations, such as Nigeria, Bangladesh and Argentina; those with relatively deep financial markets, such as Kuwait or Romania; […]

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Argentina: Once Shunned, Regaining Its Allure

Courtesy of the Wall Street Journal, a report on growing investor interest in Argentina: Hedge funds are piling into investments in a most unlikely locale: Argentina. Argentine stocks and bonds are on a roll less than a year after the nation, which some economists estimate to be Latin America’s fourth-largest economy, defaulted on its debt […]

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Courtesy of the New Yorker, an interesting look at Angola and the inequalities arising from the oil boom: Earlier this year, I was invited to a barbecue at the home of a Texas oilman, Steve Espinosa, and his wife, Norma. Their two-story house sat on an unnamed road, nestled in a community called the Condominio […]

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Venezuela’s Increasing Dollarization

Courtesy of the Wall Street Journal, a detailed look at Venezuela’s economic crisis: A 100-bolivar bank note with Venezuelan President Nicolás Maduro’s image and the word ‘devaluated’ adorns a market in Caracas. In February, the government unveiled a currency devaluation. The seven-bedroom, marble-floored mansion in the wealthy Altamira district lists for 3 million bolivars monthly. […]

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Despite Regional Tumult, Jordan’s Premier Woos Investors

Courtesy of the Wall Street Journal, a look at Jordan’s efforts to cultivate investment: With no end in sight to the crises in its neighborhood, Jordan’s case remains a very tough sell to foreign investors. The country’s resources and infrastructure are strained to their limits by the influx of refugees and trade with traditional partners […]

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Chinese Railway Diplomacy: Fostering Regional Change With Global Implications

Courtesy of STRATFOR (subscription required), a very interesting look at China’s railway diplomacy One of the highlights of Chinese Premier Li Keqiang’s visit to Latin America has been the continued discussion of a proposed transcontinental railway linking the east coast ports of Brazil to the west coast ports of Peru. The ambitious project, which in earlier […]

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Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.